Filings through .
History & trajectory Charts need 2 or more years. This plan has 10 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
Premium per covered life exceeds 2x the peer median for this NAICS and size cohort. The plan has rich benefits or a bad rate.
The filing reports zero broker compensation on a plan over 100 participants. The plan likely buys direct or does not report its broker. Give it a call.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
HealthHMO | HealthHMO | |
HealthHMO | HealthHMO | |
DentalHMOPPO | DentalHMOPPO | |
Stop-loss | Stop-loss | |
Dental | Dental |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 5 contracts with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 6,476 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,795 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,271 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 7,841 | $58.6M |
| Dental(2 contracts, 2 carriers) | DELTA DENTAL OF CALIFORNIA | 11,597 | $5.2M |
| Stop-loss / reinsurancereinsurance | RELIASTAR LIFE INSURANCE COMPANY | 2,462 | $480K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,597 | - |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| ANTHEM BLUE CROSS EIN 95-4331852 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.); Float revenue; Claims processing; Other services; Contract Administrator Service code 12 | — | $2.0M |
| SCHWARTZ, STEINSAPIR, DOHRMANN EIN 95-2077781 NONE | Legal; Direct payment from the plan Service code 29 | — | $374K |
| THE SEGAL GROUP INC. EIN 94-1503999 NONE | Consulting (general); Direct payment from the plan; Actuarial Service code 11 | — | $264K |
| DELTA DENTAL OF CALIFORNIA EIN 94-1461312 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $242K |
| MILLER KAPLAN ARASE LLP EIN 95-2036255 NONE | Accounting (including auditing); Direct payment from the plan; Consulting (general) Service code 10 | — | $230K |
| INNOVATIVE SOFTWARE SYSTEMS, INC. EIN 25-2182079 NONE | Other fees; Direct payment from the plan Service code 50 | — | $196K |
| TRANSOMATIC CORPORATION EIN 54-2103755 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $180K |
| JOHN YOUNG EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $112K |
| DAVID PIDLAOAN EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $76K |
| SAYFARTH SHAW LLP EIN 36-2152202 NONE | Legal; Direct payment from the plan Service code 29 | — | $70K |
| ELIZABETH ELIOT EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $69K |
| MARK MAY EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $66K |
| FETAPAAKI MAKA EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $65K |
| CYNTHIA FIELDS EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $63K |
| DESIREE ATACADOR EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $61K |
| TPX COMMUNICATIONS EIN 95-4593876 NONE | Direct payment from the plan; Other services Service code 49 | — | $61K |
| CAROL HOWARTH EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $58K |
| JOIE GUNGAB EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $56K |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC EIN 52-1796473 NONE | Other fees Service code 99 | — | $54K |
| AMERICAN DIRECT MAIL EIN 95-1582580 NONE | Direct payment from the plan; Other fees Service code 50 | — | $51K |
| VIRGINIA REYES EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $50K |
| MARIA D'ANGELO BOND EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $49K |
| JUAN SANCHEZ EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| SERGIO HERNANDEZ EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| TERRY RYAN EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| GLORIA HUIZAR EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $48K |
| CECILIA BUENO EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $48K |
| ROSE SANDERS EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $47K |
| DIANE DOTY EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $46K |
| ADORACION SICAT EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $46K |
| DAWN VUONG EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $45K |
| ERIKA JONES EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $45K |
| ESTELITA PERALTA EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $44K |
| VINCENT LARA EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $44K |
| OPTUMRX EIN 33-0441200 NONE | Direct payment from the plan; Claims processing; Other fees Service code 12 | — | $44K |
| YESICA CORTES EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $38K |
| STEVEN JONES EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $36K |
| ELIZABETH OROPEZA EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $35K |
| TAMMIE FLORENCE EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $35K |
| JOHN VALDEZ EIN 95-2097171 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $33K |
| SAUNDRA RICH EIN 95-2097171 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $27K |
| THE NORTHERN TRUST CO. EIN 36-1561860 NONE | Trustee (bank, trust company, or similar financial institution); Investment management fees paid indirectly by plan; Custodial (securities) Service code 19 | — | $17K |
| HEALTH MANAGEMENT EIN 75-3189468 NONE | Direct payment from the plan; Claims processing Service code 12 | — | $16K |
| BC LIFE & HEALTH EIN 95-4331852 NONE | Other fees; Direct payment from the plan Service code 50 | — | $7K |
| A&A MAILING & FULFILLMENT NONE | Participant communication Service code 38 | 2468 E 26TH ST LOS ANGELES, CA 90058 | $7K |
| PRIMARY BANK EIN 13-4994650 NONE | Other services Service code 49 | — | $6K |
| MEDICAL REVIEW INSTITUTE OF AMERICA EIN 87-0515201 NONE | Direct payment from the plan; Consulting (general) Service code 16 | — | $6K |
| DR ALAN WEISS NONE | Consulting (general); Direct payment from the plan Service code 16 | 5122 GAVIOTA AVE ENCINO, CA 91436 | $6K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
1 contact
10 filings · 2016 to 2025